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Name Holding Trade Value Shares
Change
Change in
Stake
WT
401
Whittier Trust
California
$412K -$25.9K -419 -6%
RMCM
402
Reynders McVeigh Capital Management
Massachusetts
$409K -$4.21M -68,063 -92%
BJL
403
Brighton Jones LLC
Washington
$408K +$370K +5,981 New
FPF
404
First Pacific Financial
Washington
$401K -$34.6K -558 -9%
AssetMark Inc
405
AssetMark Inc
California
$396K +$49.8K +805 +16%
CFM
406
Catalyst Funds Management
Australia
$396K +$359K +5,800 New
EWA
407
EP Wealth Advisors
California
$393K -$8.98K -145 -2%
SAM
408
Smartleaf Asset Management
Massachusetts
$390K -$14.7K -237 -4%
CA
409
Cullinan Associates
Kentucky
$389K
JGUA
410
John G. Ullman & Associates
New York
$382K -$1.01M -16,300 -74%
IMCOOI
411
Investment Management Corp of Ontario (IMCO)
Canada
$381K -$68.1K -1,100 -16%
SAM
412
Sompo Asset Management
Japan
$378K -$57.6K -930 -14%
EFS
413
Essex Financial Services
Connecticut
$377K +$27.8K +449 +9%
SFA
414
Sequoia Financial Advisors
Ohio
$377K +$47.9K +773 +16%
VF
415
Virtu Financial
New York
$372K -$401K -6,468 -54%
STA
416
Summit Trail Advisors
New York
$372K -$248 -4 -0.1%
IAS
417
Insigneo Advisory Services
Florida
$368K +$19.5K +315 +6%
TSS
418
Two Sigma Securities
New York
$363K +$330K +5,322 New
AI
419
Atria Investments
North Carolina
$361K +$57.5K +928 +21%
IWC
420
Integrated Wealth Concepts
Massachusetts
$357K +$324K +5,236 New
JIC
421
Johnson Investment Counsel
Ohio
$350K
Brown Advisory
422
Brown Advisory
Maryland
$349K -$340K -5,497 -52%
I
423
InceptionR
California
$343K -$265K -4,284 -46%
QCG
424
Quadrant Capital Group
Ohio
$337K +$148K +2,385 +93%
MF
425
Magnetar Financial
Illinois
$336K +$305K +4,924 New